About HERITAGE CAPITAL MANAGEMENT, INC.
Heritage Capital Management, Inc. is a leading financial services firm in the industry, providing expert advice to clients on various financial matters. With a team of highly qualified and experienced advisors, HERITAGE CAPITAL MANAGEMENT, INC. is dedicated to helping individuals, families, and businesses achieve their financial goals by providing personalized solutions and valuable insights.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive financial planning services
- Creates customized investment strategies for clients
- Provides ongoing support and guidance
- Prioritizes client’s financial goals and objectives
- Constantly monitors and evaluates portfolio performance
Facts and Insights
HERITAGE CAPITAL MANAGEMENT, INC. has been in the financial services industry for over 20 years and has established a solid reputation for providing top-quality financial advice and support. The firm has a team of 50 advisors who are highly knowledgeable and skilled in various financial areas, including investments, retirement planning, tax planning, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $2.5 billion | 50 |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Wealth Preservation Strategies
- Educational Funding Planning
- Insurance Solutions
Client Types
- Individuals and Families
- Small Business Owners
- Corporate Executives
- Non-profit Organizations
Fees & Compensation
HERITAGE CAPITAL MANAGEMENT, INC. operates on a fee-only compensation structure, which means the firm only charges clients a fee for the services provided and does not earn any commissions or third-party incentives. This ensures that the advisor’s recommendations are solely based on the client’s best interests, rather than any potential conflicts of interest.
Background
The team at HERITAGE CAPITAL MANAGEMENT, INC. consists of experienced and well-educated financial advisors, including Certified Financial Planners (CFPs), Chartered Financial Consultants (ChFCs), and Chartered Retirement Planning Counselors (CRPCs). This diverse team brings a wealth of knowledge and expertise, making HERITAGE CAPITAL MANAGEMENT, INC. a trusted and respected financial partner for their clients.
Financial Advisor Disclosures to Know
As a fiduciary, HERITAGE CAPITAL MANAGEMENT, INC. is committed to maintaining transparency and ensuring clients are fully informed. The firm has a clean record and no disclosures or legal actions have been taken against any of their advisors.